PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$21.6M
3
+$15.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.34M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$45.8M
2
+$32.9M
3
+$3.74M
4
NVDA icon
NVIDIA
NVDA
+$1.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.45M

Sector Composition

1 Technology 15.29%
2 Healthcare 8.29%
3 Financials 6.96%
4 Communication Services 4.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$40.5K ﹤0.01%
2,100
1602
$40.4K ﹤0.01%
922
1603
$40.3K ﹤0.01%
668
-16
1604
$40.2K ﹤0.01%
348
+59
1605
$40.1K ﹤0.01%
+1,996
1606
$39.9K ﹤0.01%
20,806
+8,657
1607
$39.9K ﹤0.01%
798
+178
1608
$39.9K ﹤0.01%
858
+558
1609
$39.9K ﹤0.01%
+718
1610
$39.8K ﹤0.01%
1,025
+111
1611
$39.8K ﹤0.01%
2,848
+1,211
1612
$39.7K ﹤0.01%
187
-2
1613
$39.7K ﹤0.01%
747
-10
1614
$39.7K ﹤0.01%
516
1615
$39.6K ﹤0.01%
333
+17
1616
$39.6K ﹤0.01%
1,789
+440
1617
$39.5K ﹤0.01%
2,406
1618
$39.4K ﹤0.01%
302
+43
1619
$39.4K ﹤0.01%
525
1620
$39.2K ﹤0.01%
1,633
1621
$38.9K ﹤0.01%
381
+30
1622
$38.8K ﹤0.01%
146
+12
1623
$38.8K ﹤0.01%
990
+43
1624
$38.6K ﹤0.01%
2,000
+1,000
1625
$38.5K ﹤0.01%
1,261
63 64
65
66 67